Brown Wealth Management, Llc
- Regulatory AUM
- $531M
- Discretionary
- $473M
- Clients
- 450
- Avg AUM / client
- $1.2M
- Accounts
- 1,220
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 281 | $87.8M | 16.5% |
| High net worth individuals | 137 | $358M | 67.5% |
| Pension and profit sharing plans | 15 | $57.8M | 10.9% |
| Charitable organizations | 15 | $23.2M | 4.37% |
| Corporations and other businesses | 2 | $4.0M | 0.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Compass Mortgage, Inc. 401(k) Plan Compass Mortgage, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Scott Aagaard | Owner/Member | CFP | Nov 2014 (12y) | Less than 5% |
| Melissa Anne Imbrogno | Partner & Cco | CFP | Nov 2014 (12y) | Less than 5% |
| Scott Alexander Brown | Managing Partner | Nov 2014 (12y) | 75% or more | |
| William Scott West | Owner/Member | CFP | Nov 2014 (12y) | Less than 5% |
| Tyler Paul Jones | Registered representative | CFA | Aug 2023 (3y) | |
| Jack Dykema | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Compass Mortgage, Inc. 401(k) Plan | Compass Mortgage, Inc. | 137 | $16.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $471M (89% of AUM) Mar 2026
- Sei Investments Distribution Co. $6.6M (3% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗